ICRM

Insight Capital Research & Management Portfolio holdings

AUM $177M
1-Year Est. Return 72.01%
This Quarter Est. Return
1 Year Est. Return
+72.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$7.81M
2 +$7.68M
3 +$6.41M
4
MTN icon
Vail Resorts
MTN
+$5.96M
5
STE icon
Steris
STE
+$5.72M

Top Sells

1 +$9.55M
2 +$8.89M
3 +$7.47M
4
THC icon
Tenet Healthcare
THC
+$7.24M
5
IDTI
Integrated Device Technology I
IDTI
+$6.62M

Sector Composition

1 Technology 24.46%
2 Consumer Discretionary 14.49%
3 Healthcare 14.21%
4 Industrials 12.66%
5 Real Estate 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.34M 0.86%
+45,638
52
$3.31M 0.85%
110,207
-22,979
53
$3.23M 0.83%
+14,184
54
$3.21M 0.82%
33,968
-608
55
$3.21M 0.82%
+75,877
56
$3.15M 0.81%
+213,804
57
$3.11M 0.8%
+86,275
58
$3.07M 0.79%
33,270
-235
59
$3.06M 0.79%
80,766
-26,122
60
$2.99M 0.77%
+49,221
61
$2.87M 0.74%
39,452
+18,552
62
$2.77M 0.71%
+58,812
63
$2.77M 0.71%
104,092
-752
64
$2.75M 0.7%
+88,644
65
$2.74M 0.7%
60,023
-4,255
66
$2.68M 0.69%
+38,239
67
$2.52M 0.65%
+27,931
68
$2.48M 0.64%
23,603
-246
69
$2.44M 0.63%
31,245
-57,095
70
$2.38M 0.61%
+41,040
71
$2.38M 0.61%
33,226
-21,440
72
$2.36M 0.61%
+24,535
73
$2.34M 0.6%
+41,228
74
$2.29M 0.59%
24,267
-1,420
75
$2.28M 0.59%
+18,641